The analyst identifies smaller US companies, particularly those in the Russell 2000, as potential beneficiaries of Trump's policies. These companies are often domestically oriented, would benefit from lower taxes, reduced competition due to tariffs, and lower borrowing costs from potential interest rate cuts, making them strong stock-picking candidates.
“weniger Steuern und niedrigere Fremdkapitalzinsen also das ist für diese aktiengruppe glaube ich am allerstärksten da aber es ist dann doch eher ein stockpacking Markt als äh äh quasi passives lass mal den Index nehmen” — ▶ 48:50